Canada’s labour market is undergoing a structural shift as population growth stalls following the rapid acceleration seen in 2023 and 2024, forcing economists to rethink what constitutes “strong” or “weak” job creation. According to RBC Economics assistant chief economist Nathan Janzen’s Jan. 12 report, the key change is a sharp decline in Canada’s “breakeven employment” […]

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Stifel analyst Justin Keywood said on Jan. 8 that WELL Health Technologies (WELL Health Technologies Stock Quote, Chart, News, Analysts, Financials TSX:WELL) could emerge as a strategic beneficiary of TELUS’s decision to pursue a near-term monetization of its TELUS Health division, reiterating a “Buy” rating and C$9.00 target price on WELL. Shares last traded at […]

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Haywood Capital Markets said on Jan. 9 that it has lowered its target price on Tilray Brands (Tilray Brands Stock Quote, Chart, News, Analysts, Financials TSX:TLRY) to $10.50 from $18.00 while maintaining a Hold rating, following the company’s fiscal second-quarter 2026 results, which came in broadly in line with expectations but reflected margin pressure from […]

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FSA Valuation Service president Matt Kacur said on BNN Bloomberg’s Market Call on Jan. 8 that Lululemon Athletica (Lululemon Athletica Stock Quote, Chart, News, Analysts, Financials NASDAQ:LULU) is beginning to look attractive again after a sharp multi-year pullback, despite intensifying competition in the athletic apparel space. Kacur said the core of his thesis rests on […]

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Roth Capital Markets analyst Suji Desilva reiterated a “Buy” rating and $135.00 price target on Marvell Technology (Marvell Technology Stock Quote, Chart, News, Analysts, Financials NASDAQ:MRVL) in a Jan. 7 note, saying the company’s acquisition of privately held XConn strengthens its position in high-performance AI infrastructure connectivity. Desilva said the deal “boosts the company’s AI […]

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Haywood Capital Markets said on Jan. 8 in its 2026 Top Picks report that equity markets delivered strong returns in 2025, led by commodities and technology, and argued the setup for 2026 favours companies positioned at the intersection of artificial intelligence and physical infrastructure. The firm noted the TSX gained 28.2% last year, driven largely […]

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Beacon Securities analyst Russell Stanley reiterated a “Buy” rating and $50.00 target price on MDA Space (MDA Space Stock Quote, Chart, News, Analysts, Financials TSX:MDA) in a Jan. 7 note, saying the stock already reflects investor concerns around a potential loss of Globalstar-related work that, in his view, now appear overdone. Stanley said his investment […]

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FSA Valuation Service president Matt Kacur said Broadcom (Broadcom Stock Quote, Chart, News, Analysts, Financials NASDAQ:AVGO) remains a core holding in semiconductors, pointing to its central role in data movement and what he described as an attractive entry point following a recent pullback. Speaking on BNN Bloomberg’s Market Call on Jan. 6, Kacur said Broadcom […]

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RBC Dominion Securities analyst Paul Treiber reiterated an “Outperform” rating on Constellation Software (Constellation Software Stock Quote, Chart, News, Analysts, Financials TSX:CSU) on Jan. 7 and raised his price target to $5,600.00, above the Street average of $5,080. “We believe that Constellation Software is likely to generate one of the highest returns for shareholders over […]

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Beacon Securities analyst Russell Stanley said comments from a leading U.S. cannabis regulatory expert reinforce confidence that federal marijuana rescheduling could be completed sooner rather than later. In a Jan. 6 industry update, Stanley said Beacon attended a webinar hosted by the American Trade Association for Cannabis & Hemp (ATACH), featuring Shane Pennington, a partner […]

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RBC Dominion Securities analyst Paul Treiber reiterated an “Outperform” rating on Shopify (Shopify Stock Quote, Chart, News, Analysts, Financials NYSE:SHOP) on Jan. 7 and set a US $200.00 price target, implying roughly 27% upside over the next 12 months. The street average target stands at US$179.27. “Shares of Shopify [are] expected to see continued robust, […]

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RBC Economics says Canada proved more resilient than expected in 2025, but the recovery heading into 2026 will be uneven and shaped by forces that go well beyond headline GDP. In a Jan. 6 report entitled Beyond the forecast: Six themes for Canada’s economy in 2026, a team led by RBC chief economist Frances Donald […]

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In a Jan. 5 sector outlook entitled Digital Assets, Infrastructure, and Blockchain: Running Against the Wind; Our 2026 Outlook, Roth Capital Markets analyst Darren Aftahi said investors should expect continued momentum in AI-linked digital infrastructure in 2026, even as valuations, financing risk and regulatory scrutiny create a more challenging backdrop. Aftahi said 2025 marked a […]

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IA Global Asset Management analyst Dan Rohinton said Visa (Visa Stock Quote, Chart, News, Analysts, Financials NYSE:V) remains an attractive way to play broadening equity markets and the accelerating shift toward digital payments. Speaking on BNN Bloomberg’s Market Call on Jan. 2, Rohinton said Visa stands out as one of the few high-quality growth companies […]

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Roth Capital Markets analyst Suji Desilva maintained a “Buy” rating and $2.00 12-month price target on Netlist (Netlist Stock Quote, Chart, News, Analysts, Financials NASDAQ:NLST) after the U.S. International Trade Commission voted to institute an investigation into Samsung, marking a key step forward in Netlist’s long-running intellectual property dispute. Desilva said the ITC’s decision formally […]

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Warren Buffett has formally handed over the chief executive role at Berkshire Hathaway (Berkshire Hathaway Stock Quote, Chart, News, Analysts, Financials NYSE:BRK.B) to longtime successor Greg Abel, marking the culmination of a transition that has been years in the making. Speaking in an exclusive interview with CNBC’s Becky Quick on Money Movers on Jan. 2, […]

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Desjardins Securities analyst Chris Li said he expects another “beat and raise” from Aritzia (Aritzia Stock Quote, Chart, News, Analysts, Financials TSX:ATZ) when the company reports third-quarter fiscal 2026 results after market close on Thursday. As reported by the Globe and Mail, Li is forecasting revenue growth of 31%, well above management’s 20%–24% guidance, driven […]

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iA Global Asset Management analyst Dan Rohinton said Amazon (Amazon Stock Quote, Chart, News, Analysts, Financials NASDAQ:AMZN) looks well-positioned heading into 2026 after lagging the broader market in 2025, creating what he views as an attractive setup for durable growth. Speaking on BNN Bloomberg’s Market Call on Jan. 2, Rohinton said Amazon’s North American retail […]

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In a Jan. 5 earnings preview, Roth Capital Markets analyst Darren Aftahi said the upcoming fiscal Q2 2026 results from Applied Digital Corporation (Applied Digital Corporation Stock Quote, Chart, News, Analysts, Financials NASDAQ:APLD) are likely to be driven more by execution milestones and leasing commentary than near-term financials. Aftahi maintained his “Buy” rating and $56.00 […]

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U.S. cannabis stocks appear to have completed their post-Executive Order pullback, with technical indicators suggesting the sector remains in an overall uptrend despite recent volatility, according to a Jan. 5 industry update from Beacon Securities analyst Russell Stanley. As previously outlined by Beacon, U.S. President Donald Trump’s decision to direct the Department of Justice to […]

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